Halo Change Request

Open a change request in Halo through a strict discover -> preview -> confirm -> submit flow. Halo is HaloPSA / HaloITSM (the same product and the same REST API — HaloPSA is the MSP edition, HaloITSM the internal-IT edition). A "change request" in Halo is not a fixed object type: it is simply a ticket type ("Request Type") whose numeric id and custom fields are configured per organization — and an org often defines several change types (for example a customer-facing change and an internal change). This skill figures out which change is being raised, discovers the matching type, confirms it with a human, remembers it per category, learns its fields, and gates the single write behind explicit approval.

MCP Server

• Server: halo-mcp (NetClaw-authored, mcp-servers/halo-mcp/)
• Command: python3 -u mcp-servers/halo-mcp/halo_mcp_server.py (stdio transport)
• Auth: OAuth2 client-credentials — HALO_CLIENT_ID / HALO_CLIENT_SECRET against HALO_BASE_URL (token from <base>/auth/token, resource API at <base>/api)
• Python: 3.10+ · Dependencies: fastmcp, httpx, python-dotenv
• Read/write posture: read-only except one gated write — halo_create_change_request is the ONLY tool in the entire server that can mutate Halo, and it previews (no write) unless submit=true.

This skill also uses the Memory MCP server (memory-mcp) to cache the confirmed change ticket type per Halo tenant.

Available Tools

| Tool | Parameters | What It Does | |------|------------|--------------| | halo_list_ticket_types | can_create_only?, customer?, showcounts? | Discover ticket types ("Request Types"). Use can_create_only=true to find the org's CHANGE type | | halo_get_ticket_type | ticket_type | Authoritative field schema for a type — required/optional/visible field definitions | | halo_list_fields | custom_only? | Master FieldInfo catalog (ids <-> names <-> dropdown option values) | | halo_get_field | field | One field definition by numeric id, with its lookup values | | halo_list_tickets | ticket_type?, customer?, asset_id?, status?, open_only?, search? | Find a sample existing change to copy field patterns from | | halo_get_ticket | ticket (numeric id) | Read one populated ticket as a concrete example | | halo_create_change_request | summary, details, ticket_type, customer?, site?, user?, asset?, custom_fields?, submit=false | THE ONLY WRITE. Previews the exact POST body unless submit=true | | halo_list_clients | search? | Resolve a Halo Client name to its id (the customer param) | | halo_list_sites | customer?, search? | Resolve a site within a client | | halo_list_users | customer?, site_id?, search? | Resolve the requesting contact/user | | memory_get_facts | entity, key? | Recall the tenant's change-type catalog (key="change_ticket_types") | | memory_record_fact | entity, key, value, metadata? | Merge a confirmed change type ({id, name, category}) into the catalog | | memory_record_decision | context, decision, rationale, ... | Log the human's ticket-type confirmation | | memory_invalidate | fact_id, reason | Retire a cached ticket type that no longer resolves |

Key Concepts

• Halo == HaloPSA == HaloITSM. Same API; only the packaging differs. Everything here works against either.
• "Change request" is a ticket type, not a built-in. Its id and its custom fields are per-org. You must discover it (never hard-code it) and confirm it with a human before trusting it.
• There is often more than one change type. Many orgs split changes — e.g. a customer change vs an internal change, or standard / normal / emergency. Treat the change type as a set: work out which change this is (ask if unclear), keep a per-category catalog in Memory, and confirm the specific type before filing.
• The Halo "Client" is the customer. Every tool that scopes to a customer org takes it as the customer param (a client name or numeric id), which the server resolves to a client_id. When someone says "the client," they mean this.
• Tickets are "Faults"; ticket types are "Request Types"; assets are "Devices" in Halo's API vocabulary — the tool names hide this, but error text may show it.
• One write, always gated. halo_create_change_request with submit=false performs NO HTTP write; it returns the exact array body that would be POSTed to /api/Tickets. The real POST happens only on a second call with submit=true.
• Memory holds the type, never the contents. Cache only the confirmed ticket-type id and its field metadata — never credentials, never the text of any change ticket.

Workflow

The full change-request flow, step by step. Do not skip steps (a) or (c).

(a) Determine the change category, then recall or discover its type

An organization usually has more than one change type — most commonly a customer change (raised against a client) and an internal change (internal IT / infrastructure), and sometimes standard / normal / emergency splits. So first decide which change this is, then resolve the matching type. Never assume there is only one.

1. Decide the category. Infer from context: a change scoped to a specific

customer/client is a customer change; a change with no client (internal infra, your own systems) is an internal change. If it is at all ambiguous, ASK the operator — e.g. "Is this a customer change or an internal change?" Use a short lowercase label for the category (customer, internal, emergency, ...).

1. Recall the tenant's change-type catalog:

memory_get_facts(entity="halo-<tenant>", key="change_ticket_types") The value is a list of {"id":..., "name":..., "category":...} — the change types already confirmed for this instance. <tenant> is from HALO_TENANT, or the host of HALO_BASE_URL (e.g. halo-acme for acme.halopsa.com).

1. If the needed category is already in the catalog, validate it still resolves

with halo_get_ticket_type(ticket_type=<id>):

• resolves cleanly -> use that id, go to (b).
• no longer resolves (renamed/deleted) -> drop it from the catalog, re-discover

(below), and memory_invalidate the stale fact when you rewrite the catalog.

1. If the category is missing (or was invalidated), discover:

halo_list_ticket_types(can_create_only=true) This commonly returns several change-shaped types (e.g. "Change Request", "Internal Change", "Emergency Change"). Present the candidates and ask the operator which one is the <category> change — do NOT auto-pick when more than one looks like a change, and do NOT collapse them into a single "the change type".

1. On confirmation, merge it into the catalog (add the new category; keep the

others — do not overwrite the whole list with a single entry): memory_record_fact(entity="halo-<tenant>", key="change_ticket_types", value=<updated JSON list including {"id":<id>,"name":"<name>","category":"<category>"}>) memory_record_decision(context="Halo change type for <tenant> / <category>", decision="Use ticket type <id> (<name>) for <category> changes", rationale="Operator-confirmed from halo_list_ticket_types(can_create_only=true)")

Carry the selected <id> into (b) and (c). If a single request genuinely spans both a customer and an internal change, that is two change tickets — run the flow once per category, confirming each.

(b) Learn the fields (schema + a real example)

1. Authoritative schema — which fields are required vs optional, and their dropdown values:

halo_get_ticket_type(ticket_type=<id>) Use halo_list_fields / halo_get_field to resolve any custom FieldInfo ids <-> names <-> option values you need.

1. A concrete example — read a real, populated change to see how fields are actually filled:

halo_list_tickets(ticket_type=<id>) # find a recent one halo_get_ticket(ticket=<sample id>) # inspect its summary/details/customfields

1. Cache field metadata alongside the type id (metadata={...}) if it helps future runs — but only the metadata, never any ticket's contents.

(c) Assemble, PREVIEW, then STOP for approval

1. Resolve the customer/site/user as needed (halo_list_clients, halo_list_sites, halo_list_users).
2. Preview (no write):

halo_create_change_request( summary="...", details="...", ticket_type="<id>", customer="<client name or id>", site="...", user=<id>, asset="...", custom_fields={<id-or-name>: <value>, ...}, submit=false)

1. Present the returned preview body to the operator verbatim. It is the exact /api/Tickets payload.
2. STOP. Do NOT submit until the operator explicitly approves this specific preview (Constitution XIV, Human-in-the-Loop). A vague "go ahead" earlier does not count — approval is per change, on the previewed body.
3. Only after explicit approval, re-call the identical arguments with submit=true to perform the one real write.

(d) Record the outcome in GAIT

Log the decision and the created ticket id to the GAIT audit trail (see gait-session-tracking): the confirmed ticket type, the previewed body, the approval, and the resulting Halo ticket id.

Integration with Other Skills

| Skill | Integration | |-------|-------------| | gait-session-tracking | Mandatory. Record the ticket-type decision, the preview, the human approval, and the created ticket id in the GAIT audit trail | | memory | Caches the per-category change-type catalog per tenant (entity="halo-<tenant>", key="change_ticket_types"); no credentials or ticket contents | | halo-ticket-context | Read the created change and its action history afterward for follow-up | | halo-asset-context | Review the affected asset and its open tickets before proposing the change | | servicenow-change-workflow | Sibling gated-change pattern (STOP-until-confirmed) if the org also runs ServiceNow |

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | HALO_BASE_URL | Yes | Halo host, e.g. https://<tenant>.halopsa.com | | HALO_CLIENT_ID | Yes | OAuth2 client-credentials application id (Configuration > Integrations > Halo API) | | HALO_CLIENT_SECRET | Yes | OAuth2 client secret | | HALO_TENANT | Optional | Tenant identifier (also used to key Memory as halo-<tenant>) | | HALO_SCOPE | Optional | OAuth2 scope (default all) | | HALO_AUTH_URL | Optional | Override the auth-server URL for self-hosted layouts | | HALO_VERIFY_SSL | Optional | true/false TLS verification (default true) | | HALO_TIMEOUT | Optional | Per-request timeout in seconds (default 30) | | HALO_PAGE_SIZE / HALO_MAX_PAGES | Optional | Pagination tuning (defaults 50 / 20) | | HALO_RATE_LIMIT | Optional | Requests/minute cap (0 = disabled) |

Important Rules

• There is exactly ONE write tool — halo_create_change_request. Every other Halo tool is read-only. Never attempt any other mutation through this server.
• Never submit without explicit, per-change approval. Always preview first (submit=false), present the exact body, STOP, and only re-call with submit=true after the operator approves that preview (Constitution XIV).
• Discover the change ticket type(s); never assume it, and never assume there is only one. An org may have customer / internal / emergency change types. Work out which category applies (ask if unclear), confirm the specific candidate with a human, and keep a per-category catalog. When discovery returns several change-shaped types, present them and let the operator choose — do not auto-pick.
• Store only the ticket-type id + field metadata in Memory — NEVER credentials, secrets, or the contents of any ticket. Memory keys off halo-<tenant>.
• Re-validate the cache. If the cached type no longer resolves via halo_get_ticket_type, memory_invalidate it and re-discover.
• Halo == HaloPSA == HaloITSM — the workflow is identical for both editions.
• GAIT logging is mandatory for the decision and the created ticket id.